Onboarding new Proxyclick users

The challenge

What happens right after sign-up makes or breaks any web product. This is why, Proxyclick asked us: “How might we increase the likelihood that new users will successfully adopt their product?’

Proxyclick’s customers can try the product for 30 days before deciding whether they want to pay for it or not. To increase conversion, Proxyclick needed to convince users of its solution as soon at they tried it.

Why do people hire Proxyclick?

You don’t get a second chance to make a first impression. This is why together with Proxyclick’s team we tried to nail-down the “job stories”. We asked ourselves why someone would hire Proxyclick to manage the company’s visitors? What is the situation they don’t want to be anymore? What is the burning motivation that’s driving them to adopt a new way of doing things? We got these answers from phone interviews with new Proxyclick users, who had recent the experience of researching for a way to manage the company’s visitors.

Figure 1: Companies don’t sell just products but the aspiration for people to do things better than before.

Result

The result is a series of screens after sign-up that welcome and guide new users, while introducing them great product features that will be decisive for sticking with Proxyclick.

Figure 2: Asking only what is necessary.

Figure 3: Personalised welcome, describing succinctly what’s next.

Figure 4: A company card is personalised while the user enters the company’s details.

Figure 5: Filled in company card with the company’s logo and address.

Figure 6: A sample email invitation when a meeting is scheduled.

Figure 7: Kiosk: A key feature and important decision maker for choosing Proxyclick.

Figure 8: Basic personalisation of the kiosk is already available from onboarding showing what’s possible but also making users own their kiosk.